SEEING A WAY THROUGH
It is no secret finances are complex. It is the reason many people find themselves in tough financial situations because it was probably easier to ignore the problem than deal with it. The best part about complex problems is they are layers of simple problems that can be easily solved. That is my goal to help you simplify the complex so that you can see a way through.
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CFO
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Business Owner
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Start Up
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Board Advisor
35+ Years Experience
35+ Years Experience
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Non-Profit
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Fortune 500
20+ Companies
20+ Companies
WE TAKE CARE OF EVERYTHING ELSE
We enable our clients to focus 100% on what matters most to them. If you have a business it may be your sales, service, business development & product development. If you are an individual it may be having the peace of mind knowing someone has your back as you prepare for the future. No matter what help you may need, we are here.
Every business is unique that is why we take the time to get to know you and your business.
Custom Designed Financial Process - For Individuals and Businesses
We make it easy to transform your finances.It starts with a conversation.
Step-by-Step Guidance to Financial Succcess
WHAT PEOPLE ARE SAYING ABOUT WORKING WITH BOUTIQUE ACCOUNTING SERVICES
Our clients are more than clients. Many of them have become life long friends. We take pride in being more than "finance people." We may deal with numbers, but we know every number represents a person and every person matters.
WHAT WE DO
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Tax Preparation and Tax Planning for Small Businesses and Individuals
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Income Tax Services - Individual and Corporate
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Bookkeeping
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General Leadership & Coaching (CEO, President, COO)
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Operational & Financial Infrastructure (CFO)
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Human Resources (PEO)
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Governance (Corporate Structure, Risk Management & Compliance)
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Strategic Planning (Values, Vision, Mission, Scaleability & Sustainability)
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Technology (VOIP, Cloud Based and SAS)
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Transactions (M&A)
OUR RESULTS
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Sustainable
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Scalable
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Positive Growth
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Financial Independence
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Organized Structure
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Peace of Mind
We Believe People Matter.
We take a Personal Approach
3 Modules
12 One-to-One Conversations
We will Work through the Process Together
WANT TO GET IN TOUCH WITH US?
Want to learn more? Have a few financial situations you would like to share with us? Want to discuss next steps? We are here to help.
ADDRESS: 1779 S. Pinellas Ave, Suite 100, Tarpon Springs, FL
TEL: 727-669-8006